7423 results found
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Presentation mode on the Recipients side
When editing the document as the collaborator we can see it in presentation mode. But when sending it to the recipient it is not viewing on full screen.
How can we change the standard viewing settings for the recipient?3 votes -
add shipping fees, packaging costs, rental fees, deposits, etc.
add shipping fees, packaging costs, rental fees, deposits, etc.
3 votes -
Ability to limit document creation for account users
Ability to limit document creation for account users
3 votes -
Set up (separate) notifications via API
Option to separate notifications via API. For example, send only PDF of the completed document to the recipient (and not send them "document was sent" notification)
3 votes -
3 votes
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[HubSpot CRM] Searchable and selectable tokens on the PandaDoc side
An option to search and select tokens from HubSpot CRM on the PandaDoc side
3 votesHi,
Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, please reach out to victoria.solovey@pandadoc.com
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legal validity of the documents generated / sigend through Pandadoc in Columbia
Legal validity of the documents generated / sigend through Pandadoc in Columbia
3 votes -
Move document in Draft to a specific folder
Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.
3 votes -
Selected filters remain when user returns to the documents tab
When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain
3 votes -
Apply the search in the product catalog to similar words, not just identical ones
a way to search for words appearing anywhere in the item record
3 votes -
Salesforce: Rich text roadmap
Rich text roadmap for salesforce integration.
3 votes -
Time to view (Reporting)- include the specific pages as it does on single document level
We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.
Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.
3 votes -
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables
3 votes -
Separate documents from the bundle after partial signing one of the documents in a bundle
Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.
3 votes -
Set a Document Sender per specific template: The ability to pre set a default email address per template to be sent from.
To have the ability to pre-set at the template level, a default email address from which a document would be sent.
3 votes -
add collaborators via mobile app
add collaborators via mobile app
3 votes -
Ability to automatically hide variables without a value when used in Smart Content
It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.
3 votes -
Make fields required internally (to require users to upload documents)
When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.
3 votes -
3 votes
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Have two account owners
Have two account owners
3 votes
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